See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,901 | $183,519-91.3% | $155,509-89.8% | $145,922-89.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 20.06% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,186 | $5,313-58.9% | $4,672-53.2% | $4,660-53.1% |
| Participant deferral / active EE | $4,584 | $6,462-29.1% | $5,626-18.5% | $6,688-31.5% |
| Admin fee / account holder | $88 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |